Join us in congratulating the 15 Henssler Associates who have been listed on the 2013 Five Star Wealth Manager list!
In today’s Marietta Daily Journal, Bil Lako, CFP® addresses whether you should have an annuity in an IRA. Read the Article
You may want to consider gifting your business interest to reduce the size of your estate. Learn more about it in this Business Tip.
Thursday’s session ended well into the green zone. Brands such as Nike, Boeing and American Express stood out among advancers. Stocks stepped up amid news of a potential short-term agreement between Republicans and Democrats to lift the nation’s borrowing limit.
The beneficiary of your life insurance policy cannot be changed in your Will. Read all about it in this Insurance Tip.
Indices ended mixed on Wednesday. The Dow and S&P 500 added gains. The Nasdaq shed some points. Stocks such as Hewlett-Packard, Alcoa and Darden Group moved up. Netflix was among technology brands pressuring the Nasdaq.
If you are renting your home, you need to be aware of the complicated tax rules known as the “vacation home rental rules.” Read more in this Tax Tip.
Indices closed in the red zone on Tuesday. Brands such as Facebook, LinkedIn and Netflix took a breather. Stocks traded lower with no solution to the partial government shutdown in sight.
You could consider “recharacterization” a financial mulligan—it undoes your Roth conversion. Learn more in this Financial Tip.
Stocks took a breather on Monday amid the continued partial government shutdown. Financial brands such as Bank of America, Citigroup and Capital One retreated.